Orographic Financial Advisors, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 75.5%; sector active share 24.4% against the combined 13F book's sector weights.
Over time 2 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
105 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 26.1% | $28,168,031 |
| Technology | 14.1% | $15,247,281 |
| Consumer Cyclical | 10.7% | $11,558,751 |
| Financial Services | 9.5% | $10,204,527 |
| Healthcare | 8.6% | $9,307,225 |
| Communication Services | 8.6% | $9,264,594 |
| Consumer Defensive | 6.4% | $6,888,659 |
| Industrials | 4.9% | $5,290,524 |
| Real Estate | 4.2% | $4,574,581 |
| Utilities | 4.1% | $4,396,202 |
| Energy | 2.7% | $2,951,276 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +38,494 | 44,123 | $5,273,580 | |
| PFE | Pfizer Inc | +3,545 | 79,941 | $1,924,979 | |
| T | At&T Inc. | +3,517 | 122,507 | $2,970 | |
| ARCC | Ares Capital Corp | +2,533 | 103,345 | $1,914,982 | |
| DIS | Walt Disney Co | +1,009 | 16,838 | $1,620,657 | |
| F | Ford Motor Co | +900 | 33,797 | $469,778 | |
| GENI | Genius Sports Ltd | +875 | 35,794 | $273 | |
| NVDA | Nvidia Corp | +613 | 3,103 | $695 | |
| VICI | Vici Properties Inc. | +555 | 7,891 | $209,506 | |
| UPS | United Parcel Service Inc | +455 | 5,534 | $594,905 | |
| AMT | American Tower Corp | +390 | 9,485 | $1,551,461 | |
| BABA | Alibaba Group Holding Ltd | +277 | 2,395 | $299 | |
| CCI | Crown Castle Inc. | +264 | 18,837 | $1,426,526 | |
| CVX | Chevron Corp | +239 | 16,252 | $3,195 | |
| — | +200 | 37,065 | $988,152 | ||
| EXC | Exelon Corp | +180 | 23,200 | $1,081,584 | |
| CRM | Salesforce, Inc. | +118 | 1,963 | $379 | |
| MSFT | Microsoft Corp | +117 | 15,594 | $7,679 | |
| SPEM | State Street(R) SPDR(R) Portfolio Emerging Markets ETF | +60 | 4,573 | $236,789 | |
| SPAB | State Street(R) SPDR(R) Portfolio Aggregate Bond ETF | +20 | 13,272 | $338,701 | |
| DLN | WisdomTree U.S. LargeCap Dividend Fund | +20 | 6,165 | $593,812 | |
| CEG | Constellation Energy Corp | +19 | 8,098 | $2,256 | |
| META | Meta Platforms, Inc. | +18 | 1,192 | $671,441 | |
| RSPT | Victory Portfolios II | +4 | 12,760 | $823,020 | |
| GLD | Spdr Gold Trust | +2 | 7,673 | $2,826,579 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OGN | Organon & Co. | −240,966 | 13,234 | $179,188 | |
| KMI | Kinder Morgan, Inc. | −2,478 | 91,989 | $2,940,888 | |
| AAPL | Apple Inc. | −1,740 | 30,486 | $8,821,428 | |
| ADM | Archer-Daniels-Midland Co | −1,640 | 15,100 | $1,153,640 | |
| VZ | Verizon Communications Inc | −1,277 | 22,884 | $968,908 | |
| VOD | Vodafone Group Public Ltd Co | −1,000 | 58,245 | $937 | |
| ABBV | AbbVie Inc. | −788 | 4,211 | $1,059,656 | |
| CSCO | Cisco Systems, Inc. | −655 | 48,937 | $5,748,140 | |
| JPM | Jpmorgan Chase & Co | −645 | 7,185 | $2,623 | |
| XOM | ExxonMobil Holdings Corp | −605 | 40,909 | $6,535 | |
| SCHD | Schwab U.S. Dividend Equity ETF | −572 | 135,660 | $4,301,778 | |
| KO | Coca Cola Co | −500 | 20,040 | $1,628,650 | |
| SCHF | Schwab International Equity ETF | −494 | 45,295 | $1,254,671 | |
| SCHO | Schwab Short-Term U.S. Treasury ETF | −490 | 49,456 | $1,193,867 | |
| SBUX | Starbucks Corp | −355 | 23,780 | $2,430,078 | |
| MDLZ | Mondelez International, Inc. | −328 | 10,089 | $583,547 | |
| HD | Home Depot, Inc. | −277 | 3,228 | $1,138,451 | |
| USB | US Bancorp De | −250 | 7,572 | $457,348 | |
| JNJ | Johnson & Johnson | −246 | 9,761 | $2,479,001 | |
| GBDC | GOLUB CAPITAL BDC, Inc. | −235 | 84,244 | $1,085,062 | |
| HWM | Howmet Aerospace Inc. | −231 | 14,370 | $3,863,518 | |
| BAC | Bank Of America Corp | −225 | 21,450 | $1,390 | |
| BMY | Bristol Myers Squibb Co | −225 | 51,149 | $2,947,205 | |
| BRK-B | Berkshire Hathaway Inc | −211 | 8,339 | $4,172,752 | |
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | −199 | 13,815 | $1,214,062 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UBER | Uber Technologies, Inc | 9,253 | $667,696 | |
| LLY | ELI LILLY & Co | 205 | $245,883 | |
| BINC | 4,065 | $212,762 | ||
| VTV | VANGUARD VALUE INDEX FUND | 975 | $212,481 | |
| V | Visa Inc. | 572 | $196,247 | |
| RSPH | Victory Portfolios II | 5,613 | $186,295 | |
| INTC | Intel Corp | 3,502 | $353 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VOO | VANGUARD 500 INDEX FUND | 1,500 | $896,325 | |
| QQQ | Invesco Qqq Trust, Series 1 | 845 | $487,717 | |
| AVGO | Broadcom Inc. | 1,406 | $435,171 | |
| KLAC | Kla Corp | 265 | $390,188 | |
| COST | Costco Wholesale Corp | 382 | $380,636 | |
| EPD | Enterprise Products Partners L.P. | 8,542 | $323,229 | |
| SPG | Simon Property Group Inc. | 1,095 | $204,250 | |
| SCHV | Schwab U.S. Large-Cap Value ETF | 6,584 | $200,812 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 30,486 | $8,821,428 | 8.18% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 48,937 | $5,748,140 | 5.33% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Reduced | 37,925 | $5,745,637 | 5.33% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 44,123 | $5,273,580 | 4.89% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Reduced | 135,660 | $4,301,778 | 3.99% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 8,339 | $4,172,752 | 3.87% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
Reduced | 14,370 | $3,863,518 | 3.58% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 10,402 | $3,717,362 | 3.45% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 51,149 | $2,947,205 | 2.73% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 91,989 | $2,940,888 | 2.73% | |
| GLD |
Spdr Gold Trust
|
Added | 7,673 | $2,826,579 | 2.62% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 9,761 | $2,479,001 | 2.30% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Reduced | 83,674 | $2,462,525 | 2.28% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Reduced | 23,780 | $2,430,078 | 2.25% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Reduced | 16,017 | $2,191,285 | 2.03% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 79,941 | $1,924,979 | 1.78% | |
| ARCC |
Ares Capital Corp
Financial Services
|
Added | 103,345 | $1,914,982 | 1.78% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 1,800 | $1,820,466 | 1.69% | |
| RSPU |
Victory Portfolios II
|
Reduced | 21,446 | $1,739,913 | 1.61% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 20,040 | $1,628,650 | 1.51% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 16,838 | $1,620,657 | 1.50% | |
| AMT |
American Tower Corp
Real Estate
|
Added | 9,485 | $1,551,461 | 1.44% | |
| CCI |
Crown Castle Inc.
Real Estate
|
Added | 18,837 | $1,426,526 | 1.32% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 5,248 | $1,418,586 | 1.32% | |
| NNN |
Nnn REIT, Inc.
Real Estate
|
Reduced | 29,802 | $1,386,687 | 1.29% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 3,662 | $1,293,894 | 1.20% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 7,110 | $1,286,270 | 1.19% | |
| SCHF |
Schwab International Equity ETF
|
Reduced | 45,295 | $1,254,671 | 1.16% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Reduced | 13,815 | $1,214,062 | 1.13% | |
| SCHO |
Schwab Short-Term U.S. Treasury ETF
|
Reduced | 49,456 | $1,193,867 | 1.11% | |
| ADM |
Archer-Daniels-Midland Co
Consumer Defensive
|
Reduced | 15,100 | $1,153,640 | 1.07% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 3,228 | $1,138,451 | 1.06% | |
| GBDC |
GOLUB CAPITAL BDC, Inc.
Financial Services
|
Reduced | 84,244 | $1,085,062 | 1.01% | |
| EXC |
Exelon Corp
Utilities
|
Added | 23,200 | $1,081,584 | 1.00% | |
| SCHY |
Schwab International Dividend Equity ETF
|
Reduced | 34,059 | $1,080,692 | 1.00% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 4,211 | $1,059,656 | 0.98% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 6,814 | $999,204 | 0.93% | |
|
|
Added | 37,065 | $988,152 | 0.92% | ||
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 22,884 | $968,908 | 0.90% | |
| RSPT |
Victory Portfolios II
|
Added | 12,760 | $823,020 | 0.76% | |
| SO |
Southern Co
Utilities
|
Reduced | 8,577 | $820,904 | 0.76% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 7,086 | $802,560 | 0.74% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 961 | $719,683 | 0.67% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,192 | $671,441 | 0.62% | |
| UBER |
Uber Technologies, Inc
Technology
|
NEW | 9,253 | $667,696 | 0.62% | |
| SCHE |
Schwab Emerging Markets Equity ETF
|
Reduced | 17,915 | $649,597 | 0.60% | |
| UPS |
United Parcel Service Inc
Industrials
|
Added | 5,534 | $594,905 | 0.55% | |
| DLN |
WisdomTree U.S. LargeCap Dividend Fund
|
Added | 6,165 | $593,812 | 0.55% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Reduced | 10,089 | $583,547 | 0.54% | |
| SPDW |
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
Reduced | 9,562 | $481,829 | 0.45% |
Showing the top 50 of 105 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.